1. Using ERA for the FRC Annual Move: Getting Started with ERA September 20, 2012 Michael Carlson, NARA

2. Getting Started Using ERA  Getting Started Using ERA http://www.archives.gov/records-mgmt/era/ http://www.archives.gov/records- mgmt/era/account-request.html http://www.archives.gov/records- mgmt/era/account-request.html  Step One – Appoint an ERA Account Manager ERAaccounts@nara.gov Using ERA for the FRC Annual Move - September 20, 2012 2

3. Getting Started Using ERA  Step Two - Determine ERA User Roles Agency Roles in ERA  Scheduling Records Records Scheduler Certifying Official  Transferring Records Transferring Official Agency Approving Official Electronic Transfer Staff ERA Account Manager assigns ERA roles to staff Using ERA for the FRC Annual Move - September 20, 2012 3

4. Getting Started Using ERA  Step Three – Get ERA Users Trained http://www.archives.gov/era/training/intended- audience.html http://www.archives.gov/era/training/intended- audience.html Identify the classes they need http://www.archives.gov/era/training/ Get users trained Using ERA for the FRC Annual Move - September 20, 2012 4

5. Getting Started Using ERA  Step Four - Submit ERA User Account Requests ERA User Account Request Form (NA 3070)  Each User fills out the form and submits it  ERA Account Manager verifies information and forwards to ERAaccounts@nara.govERAaccounts@nara.gov Using ERA for the FRC Annual Move - September 20, 2012 5

6. Connectivity  Connectivity Issues Firefox v3.6.X or Internet Explorer v7 recommended Windows XP or 7 recommended NARA needs to know your IP address range.  Email information to ERAaccounts@nara.govERAaccounts@nara.gov No other specific hardware requirements Using ERA for the FRC Annual Move - September 20, 2012 6

7. Contact ERA Help Desk at ERAHelp@nara.gov or 1-877-372- 9594ERAHelp@nara.gov Or your appraisal or accessioning archivist Or Michael Carlson Michael.Carlson@nara.gov 301-837-1578 Using ERA for the FRC Annual Move - September 20, 2012 7